Seek First Inc.
Long book
$141.9M
Q1 2026
Positions
58
Top-10 weight
71%
concentration
Last quarter
+15.6%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsSeek First Inc. is a wealth-management firm allocating client money, specialised in technology (75% of the long book), running a $141.9M US long book across 58 positions.
The portfolio is concentrated: the top 10 names carry 71% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, SCHWAB US LARGE-CAP GROWTH, SCHWAB US LARGE-CAP VALUE, SCHWAB US DVD EQUITY ETF, SCHWAB INTL EQUITY ETF.
Over the last 5 quarters its long book ran on average 0.6pp per quarter ahead of the S&P 500, beating the index in 4 of 5 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2025
+5.6%
Q2 2025
+11.5%
Q3 2025
+4.3%
Q4 2025
-1.8%
Q1 2026
+15.6%
Sector allocation
Technology 75%
Industrials 11%
Consumer discretionary 5%
Other 3%
Healthcare 2%
Services media 2%
Energy 1%
Financials 1%
Long book by quarter
What does Seek First own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 112.5K | $28.6M | 20.1% | -4.0% |
| TSLA TESLA INC | Industrials | 8.8K | $3.3M | 2.3% | -2.5% |
| LRCX LAM RESEARCH CORP | Industrials | 9.2K | $2.0M | 1.4% | +0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.8K | $1.8M | 1.3% | +1.8% |
| NVMI NOVA LTD | Other | 3.7K | $1.6M | 1.1% | Held |
| GOOG ALPHABET INC-CL C | Technology | 5.4K | $1.5M | 1.1% | 0.0% |
| CSCO CISCO SYSTEMS INC | Technology | 14.9K | $1.2M | 0.8% | -0.3% |
| NVDA NVIDIA CORP | Technology | 6.6K | $1.2M | 0.8% | -1.1% |
| AMAT APPLIED MATERIALS INC | Technology | 3.2K | $1.1M | 0.8% | -3.5% |
| V VISA INC-CLASS A SHARES | Services media | 2.8K | $861K | 0.6% | +0.2% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 1.4K | $656K | 0.5% | Held |
| LITE LUMENTUM HOLDINGS INC | Technology | 900 | $632K | 0.4% | -55.0% |
| GILD GILEAD SCIENCES INC | Healthcare | 3.6K | $496K | 0.3% | -29.6% |
| MSFT MICROSOFT CORP | Technology | 1.3K | $490K | 0.3% | +0.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.0K | $480K | 0.3% | Held |
| CVX CHEVRON CORP | Energy | 1.8K | $370K | 0.3% | +24.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 351 | $350K | 0.2% | Held |
| XOM EXXON MOBIL CORP | Energy | 1.7K | $282K | 0.2% | New |
| WDC WESTERN DIGITAL CORP | Technology | 976 | $264K | 0.2% | New |
| GOOGL ALPHABET INC-CL A | Technology | 910 | $262K | 0.2% | +0.1% |
| NTAP NETAPP INC | Technology | 2.4K | $246K | 0.2% | +0.5% |
| SNDK SANDISK CORP | Technology | 324 | $206K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 58 | $141.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 30, 2026 | 59 | $145.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 59 | $139.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR/ARESTATEMENT | Jul 14, 2025 | 55 | $123.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 53 | $112.6M | SEC ↗ | |
| Q1 2025 | 13F-HR | May 13, 2025 | 53 | $112.6M | canonical | SEC ↗ |